Alibaba Group Holding Limited: Better Tmall GMV and Commission Rate Growth Combined with Newly Added Brand Advertising Revenue Drive Better F1Q17 Results; Maintain Buy & Raise PT

  • Date: Aug 10, 2016
  • Industry:E-commerce
  • Company:BABA
  • Partial Report:Name: BABA FY1Q17 Preview 08092016_FC.pdf - Size: 0.36M - Free Download
  • Alibaba Group Holding Limited: Better Tmall GMV and Commission Rate Growth Combined with Newly Added Brand Advertising Revenue Drive Better F1Q17 Results; Maintain Buy & Raise PT

BABA will report F1Q17 results on Thursday, August 11 before the markets open with a conference call at 7:30am EST. We believe the company is likely to report F1Q results better than the Street consensus based on accelerating Tmall GMV growth, the consolidation of Youku’s advertising revenue and ad revenues from inventories on the Taobao and Tmall platforms. We maintain our Buy rating and raise our price target to $97.00.

About

Contact

Careers

T.H. Capital is an independent research and investment advisory firm specializing in China. We offer real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects, from China ADRs to international names that have meaningful exposure to the China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.
Address:

5E, Tower D, Central International Trade Center, 6 Jianguomenwai Avenue, Beijing 100022, China

Email:

services@thcapital-china.com

Do you enjoy pursuing original research in any aspect of the financial markets and have the ability to present research in a refreshing and captivating manner?
Careers